Managing your contracts and proposals is important for keeping track of your customers’ sales documents. These documents are a critical part of your relationship with any prospect and client, so it’s crucial to have them organized and accessible for your team.
Contract and proposal CRM integrations make it easier to organize contact data
Integrating your contract and proposal applications with your CRM is the solution to organizing your essential documents. Your team can attach proposals and other important documents to the right customer or lead’s page in the CRM, making it easy to find what you need to move a sale forward — or nurture an existing relationship.
Integrate with QuickBooks to send companies, people, and leads to QuickBooks from Nutshell and create invoices directly from a lead page.
Don’t see your contract and proposal application? Through Zapier, you can access dozens more options and integrate them seamlessly with Nutshell. Whether you need to integrate your CRM with HoneyBook, Proposify, Better Proposals, or another application, Zapier’s integration options make it easy to sync your data with Nutshell.
And if you need a custom integration, Nutshell can handle that too. Nutshell’s AppConnect will give you even more flexibility to integrate your workflows and data between Nutshell and the applications your company already uses. Talk to our team about AppConnect!
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